EverSource Wealth Advisors’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2025
Q1
$130K Buy
2024
Q4
$144K Buy
2024
Q3
$160K Sell
2024
Q2
$194K Buy
2024
Q1
$115K Sell
2023
Q4
$89K Hold
2023
Q3
$77.6K Hold
2023
Q2
$64.5K Sell
2023
Q1
$94K Buy
2022
Q4
$64.7K Buy
2022
Q3
$17K Buy
2022
Q2
$7K Sell
2022
Q1
$9K Sell
2021
Q4
$18K Buy